Surevest, LLC Wisdomtree U.S. Largecap Fund Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$26.85 - $35.49 $322,602 - $426,412	-12,015 Closed	0 $0
Q1 2020 Apr 16, 2020	SELL	$24.35 - $37.92 $1.18 Million - $1.83 Million	-48,272 Reduced 80.07%	12,015 $338,000
Q4 2019 Jan 14, 2020	SELL	$32.43 - $36.81 $203,011 - $230,430	-6,260 Reduced 9.41%	60,287 $2.21 Million
Q3 2019 Oct 15, 2019	SELL	$33.34 - $34.14 $49,076 - $50,254	-1,472 Reduced 2.16%	66,547 $2.23 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-10,761 Reduced 13.66%	68,019 $2.24 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-2,157 Reduced 2.67%	78,780 $2.5 Million
Q4 2018 Feb 20, 2019	BUY	N/A	80,937 New	80,937 $2.28 Million

Others Institutions Holding EPS

# of Institutions

123

Shares Held

11.5M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. LARGECAP FUND

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